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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - September (USEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    4
Total shares held : 
 2,647,322  
% of shares held : 
 9.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 636,185  
% of shares held change : 
   2.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 567,960
 21.45%
 
Increased Positions :
14
 296,953
 11.22%
 
Unchanged Positions :
13
 182,901
 6.91%
 
Decreased Positions :
14
-160,204
-6.05%
 
Closed Positions :
7
-68,524
-2.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Archer Investment Corp 21 - 2024-03-31 98,364 $3,241,000 -8,094
   Advisor Group Holdings Inc. 1679 - 2024-03-31 61,966 $2,042,000 -20,990
   Brookstone Capital Management 356 - 2024-03-31 57,162 $1,883,000 -414,799
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 91 - 2024-03-31 46,957 $1,547,000 -7,762
   COMMONWEALTH EQUITY SERVICES LLC. 1962 - 2024-03-31 44,643 $1,471,000 -425
   Outlook Wealth Advisors LLC 50 - 2024-03-31 39,967 $1,317,000 -423,489
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1780 - 2024-03-31 27,892 $919,000 -1,453
   LPL FINANCIAL CORP 3271 - 2024-03-31 25,682 $846,000 -1,282
   MML INVESTORS SERVICES LLC 1643 - 2023-12-31 19,214 $602,000 -237
   Spire Wealth Management 487 - 2024-03-31 17,784 $586,000 -2,365
   OLD MISSION CAPITAL LLC 591 - 2023-12-31 17,121 $536,000 -15,844
   SageView Advisory Group LLC 466 - 2024-03-31 7,471 $251,000 -436,686
   HARBOUR INVESTMENTS INC. 849 - 2023-12-31 6,520 $204,000 -1,254
   DHJJ Financial Advisors Ltd. 199 - 2024-03-31 2,990 $99,000 -200
   CWM LLC 3615 - 2024-03-31 140 $5,000 -101
   CGC Financial Services LLC 341 - 2024-03-31 8 $0 -586
  16 Records found
  1    
  Page 1 of 1
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